Use a roof report in your quote
Keep the original report, checked measurements and branded quote with the project.
Upload a report from any supplier
- Open the project and choose Roof report.
- Upload the supplier report or choose its original file from Project Documents.
- Compare the imported measurements with the original file. Fill in missing values and save the checked measurements.
Connect your own supplier
- Open Connections and choose EagleView.
- Connect your EagleView account and complete the supplier sign-in steps.
- Return to PM and check the connection status.
- Bring a delivered report into the project and compare its measurements with the original file.
Supplier connection is $0/month on paid plans. Your supplier bills report purchases directly.
Create the branded quote
- Choose Create quote from this report.
- Check quantities, waste, scope and company prices in the draft.
- Send the quote with your company name and logo for the client to sign online.